Bookkeeping, Accounting & CFO Services in Schenectady, NY
Schenectady engineering firms, energy suppliers and downtown businesses work with PSG to manage project costs and growth across New York's Capital Region.
Schenectady engineering firms, energy suppliers and downtown businesses work with PSG to manage project costs and growth across New York's Capital Region.
Schenectady sits on the Mohawk River in New York's Capital Region, next to Albany. Its identity was built by General Electric, and power generation and engineering expertise still anchor a network of energy, manufacturing and technical service firms. Union College adds an academic presence, and a casino and waterfront development have boosted hospitality. Downtown's restaurants, theaters and shops, along with healthcare providers and contractors, serve the surrounding county.
Schenectady engineering and energy suppliers need project and job costing, inventory accuracy and contract revenue tracking. Clean energy ventures may manage grants and incentives that require careful reporting, while hospitality businesses need payroll control. New York payroll rules add complexity. PSG delivers accurate monthly bookkeeping and fractional CFO support for forecasting, budgeting and financing growth.
New York levies state income and franchise taxes and a statewide sales tax with local additions. New York City adds its own income tax and business taxes, and employers must track where work is performed.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Schenectady companies through a dedicated team that is entirely US based, combining Big Four accounting experience with years of operating experience across industries. Your team closes the books on a regular schedule, works inside the accounting tools you already use and looks at your numbers the way an operator would, not just a bookkeeper.
Typically bank and card reconciliations, accounts payable and receivable, payroll support, New York sales tax tracking and monthly financial statements you can act on. Growing companies can add fractional CFO support for forecasting, budgeting and cash planning.
Usually when decisions start to outgrow the books: raising capital or bank financing, opening a new location, making key hires, tightening margins or preparing for a future sale. A fractional CFO adds forecasting and strategic guidance without the cost of a full time executive.
We also work with businesses in Albany, Pittsfield, Utica, Westfield and Holyoke.
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“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”
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240+
Portfolio Companies
$200m+
Raised over the Last 12 Months
100+
M&As Transacted
5+
IPOs
Hi! I'm Sam, a financial leader who's managed operations from startups to $40M enterprises.
I've led licensing deals with Disney, Marvel, and Viacom, while overseeing products across 35,000 retail stores. Through SHK Financial, I've helped 15+ high-growth companies succeed, including recovering $2M in receivables for a major client and rebuilding a $10M ARR company's accounting system in 6 months. Now, as Chief Accounting Officer at PSG, I oversee 50+ revenue streams and help launch many successful 8-figure businesses.
My journey started uniquely - while studying finance at Fresno State, I taught both chess and accounting to students, teaching me that success in finance, like in chess, is all about strategic thinking and seeing several moves ahead.